https://www.julien.org AI industry analysis, technical deep dives, and video content by Julien Simon, AI Operating Partner at Fortino Capital. en Wed, 21 Oct 2026 10:01:58 GMT https://www.julien.org/assets/julien.webp https://www.julien.org https://www.julien.org/youtube/2026/20261019_Reviewing_AI-Written_Code_with_CodeRabbit.html https://www.julien.org/youtube/2026/20261019_Reviewing_AI-Written_Code_with_CodeRabbit.html Mon, 19 Oct 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-10-15_ticking-boxes-shipping-models/ https://www.julien.org/blog/industry-perspectives/2026-10-15_ticking-boxes-shipping-models/ Thu, 15 Oct 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20261011_Your_LLM_No_Longer_Reads_Every_Token_8_Attention_Designs_Explained.html https://www.julien.org/youtube/2026/20261011_Your_LLM_No_Longer_Reads_Every_Token_8_Attention_Designs_Explained.html Sun, 11 Oct 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-10-09_skill-issue/ https://www.julien.org/blog/industry-perspectives/2026-10-09_skill-issue/ Fri, 09 Oct 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20261007_Fine-Tuning_Qwen35-9B_on_Crusoe_Intelligence_Foundry_from_70_to_91_for_012.html https://www.julien.org/youtube/2026/20261007_Fine-Tuning_Qwen35-9B_on_Crusoe_Intelligence_Foundry_from_70_to_91_for_012.html Wed, 07 Oct 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-10-06_kolibri-is-large-enough/ https://www.julien.org/blog/industry-perspectives/2026-10-06_kolibri-is-large-enough/ Tue, 06 Oct 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-10-04_eight-changes-to-transformer-attention-and-what-each-costs/ https://www.julien.org/blog/industry-perspectives/2026-10-04_eight-changes-to-transformer-attention-and-what-each-costs/ Sun, 04 Oct 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-09-28_an-act-of-god-with-letterhead/ https://www.julien.org/blog/industry-perspectives/2026-09-28_an-act-of-god-with-letterhead/ Mon, 28 Sep 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-09-24_vent-mauvais/ https://www.julien.org/blog/industry-perspectives/2026-09-24_vent-mauvais/ Thu, 24 Sep 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-09-20_at-least-45-days/ https://www.julien.org/blog/industry-perspectives/2026-09-20_at-least-45-days/ Sun, 20 Sep 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-09-11_selective-availability/ https://www.julien.org/blog/industry-perspectives/2026-09-11_selective-availability/ Fri, 11 Sep 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-09-08_the-cache-is-the-price/ https://www.julien.org/blog/industry-perspectives/2026-09-08_the-cache-is-the-price/ Tue, 08 Sep 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-08-31_event-horizon/ https://www.julien.org/blog/industry-perspectives/2026-08-31_event-horizon/ Mon, 31 Aug 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-08-25_the-host-pays-the-empire/ https://www.julien.org/blog/industry-perspectives/2026-08-25_the-host-pays-the-empire/ Tue, 25 Aug 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20260821_Let_an_AI_Agent_Loose_on_Postgres_Safely_Claude_Code_Ghost.html https://www.julien.org/youtube/2026/20260821_Let_an_AI_Agent_Loose_on_Postgres_Safely_Claude_Code_Ghost.html Fri, 21 Aug 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-08-20_the-watcher-is-the-product/ https://www.julien.org/blog/industry-perspectives/2026-08-20_the-watcher-is-the-product/ Thu, 20 Aug 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-08-09_the-model-is-the-machine/ https://www.julien.org/blog/industry-perspectives/2026-08-09_the-model-is-the-machine/ Sun, 09 Aug 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-08-05_from-google-brain-to-google-drain/ https://www.julien.org/blog/industry-perspectives/2026-08-05_from-google-brain-to-google-drain/ Wed, 05 Aug 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-08-04_you-have-to-ask-me-nicely/ https://www.julien.org/blog/industry-perspectives/2026-08-04_you-have-to-ask-me-nicely/ Tue, 04 Aug 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-07-29_amazon-priced-the-frontier-and-declined-it/ https://www.julien.org/blog/industry-perspectives/2026-07-29_amazon-priced-the-frontier-and-declined-it/ Wed, 29 Jul 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-07-23_the-model-is-a-checkpoint/ https://www.julien.org/blog/industry-perspectives/2026-07-23_the-model-is-a-checkpoint/ Thu, 23 Jul 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-07-19_qwen-38-soon-is-not-a-date/ https://www.julien.org/blog/industry-perspectives/2026-07-19_qwen-38-soon-is-not-a-date/ Sun, 19 Jul 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-07-17_kimi-k3-and-the-checkpoint-gap/ https://www.julien.org/blog/industry-perspectives/2026-07-17_kimi-k3-and-the-checkpoint-gap/ Fri, 17 Jul 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-07-06_the-backstop-has-a-name-now-part-2/ https://www.julien.org/blog/industry-perspectives/2026-07-06_the-backstop-has-a-name-now-part-2/ Mon, 06 Jul 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-07-04_the-backstop-has-a-name-now-part-1/ https://www.julien.org/blog/industry-perspectives/2026-07-04_the-backstop-has-a-name-now-part-1/ Sat, 04 Jul 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-06-30_the-models-that-learned-physics/ https://www.julien.org/blog/industry-perspectives/2026-06-30_the-models-that-learned-physics/ Tue, 30 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-06-28_too-dangerous-for-you-free-for-everyone/ https://www.julien.org/blog/industry-perspectives/2026-06-28_too-dangerous-for-you-free-for-everyone/ Sun, 28 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-06-22_two-laws-one-dependence/ https://www.julien.org/blog/industry-perspectives/2026-06-22_two-laws-one-dependence/ Mon, 22 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-06-18_independent-or-current/ https://www.julien.org/blog/industry-perspectives/2026-06-18_independent-or-current/ Thu, 18 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-06-15_anthropics-model-got-pulled-the-dangerous-ones-didnt/ https://www.julien.org/blog/industry-perspectives/2026-06-15_anthropics-model-got-pulled-the-dangerous-ones-didnt/ Mon, 15 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-06-12_cash-flow-lends-valuation-doesnt/ https://www.julien.org/blog/industry-perspectives/2026-06-12_cash-flow-lends-valuation-doesnt/ Fri, 12 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20260612_Qwen_35_MoE_TurboQuant_mem0_A_Local_RAG_Chatbot_That_Remembers.html https://www.julien.org/youtube/2026/20260612_Qwen_35_MoE_TurboQuant_mem0_A_Local_RAG_Chatbot_That_Remembers.html Fri, 12 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-06-11_nvidia-won-the-cloud-now-it-wants-the-laptop/ https://www.julien.org/blog/industry-perspectives/2026-06-11_nvidia-won-the-cloud-now-it-wants-the-laptop/ Thu, 11 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-06-09_macron-said-confirmed-softbank-said-up-to/ https://www.julien.org/blog/industry-perspectives/2026-06-09_macron-said-confirmed-softbank-said-up-to/ Tue, 09 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-06-03_the-amendments-were-whispered/ https://www.julien.org/blog/industry-perspectives/2026-06-03_the-amendments-were-whispered/ Wed, 03 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-06-01_the-overbuild-put/ https://www.julien.org/blog/industry-perspectives/2026-06-01_the-overbuild-put/ Mon, 01 Jun 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20260531_Benchmarking_TurboQuant_with_MLX_on_Apple_Silicon.html https://www.julien.org/youtube/2026/20260531_Benchmarking_TurboQuant_with_MLX_on_Apple_Silicon.html Sun, 31 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-05-27_two-chips-one-decade-one-winner/ https://www.julien.org/blog/industry-perspectives/2026-05-27_two-chips-one-decade-one-winner/ Wed, 27 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-05-25_huawei-cant-buy-euv-it-says-it-doesnt-need-to/ https://www.julien.org/blog/industry-perspectives/2026-05-25_huawei-cant-buy-euv-it-says-it-doesnt-need-to/ Mon, 25 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-05-22_lobby-levy-legislate/ https://www.julien.org/blog/industry-perspectives/2026-05-22_lobby-levy-legislate/ Fri, 22 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-05-19_zero-for-three/ https://www.julien.org/blog/industry-perspectives/2026-05-19_zero-for-three/ Tue, 19 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20260519_Web_app_Mobile_Stripe_Pitch_Deck_one_Replit_project.html https://www.julien.org/youtube/2026/20260519_Web_app_Mobile_Stripe_Pitch_Deck_one_Replit_project.html Tue, 19 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/youtube/2026/20260515_From_issue_to_PR_in_15_minutes_with_Cursor_Composer.html https://www.julien.org/youtube/2026/20260515_From_issue_to_PR_in_15_minutes_with_Cursor_Composer.html Fri, 15 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-05-12_below-the-silicon/ https://www.julien.org/blog/industry-perspectives/2026-05-12_below-the-silicon/ Tue, 12 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20260511_Stop_Coding_Alone_Build_an_Opus_M27_AI_Expert_Team.html https://www.julien.org/youtube/2026/20260511_Stop_Coding_Alone_Build_an_Opus_M27_AI_Expert_Team.html Mon, 11 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-05-06_the-500-billion-umbrella/ https://www.julien.org/blog/industry-perspectives/2026-05-06_the-500-billion-umbrella/ Wed, 06 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-05-04_the-round-trip/ https://www.julien.org/blog/industry-perspectives/2026-05-04_the-round-trip/ Mon, 04 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20260504_Deep_Dive_How_Three_MoE_Reasoning_Models_Actually_Work_Trinity_DeepSeek_R1_Kimi_K2_-_Part_2.html https://www.julien.org/youtube/2026/20260504_Deep_Dive_How_Three_MoE_Reasoning_Models_Actually_Work_Trinity_DeepSeek_R1_Kimi_K2_-_Part_2.html Mon, 04 May 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-04-30_simplify-up-enforce-down/ https://www.julien.org/blog/industry-perspectives/2026-04-30_simplify-up-enforce-down/ Thu, 30 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-29_more-sovereign-different-stack-the-builder-tax/ https://www.julien.org/blog/industry-perspectives/2026-04-29_more-sovereign-different-stack-the-builder-tax/ Wed, 29 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-22_ten-percent-sovereign/ https://www.julien.org/blog/industry-perspectives/2026-04-22_ten-percent-sovereign/ Wed, 22 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-21_the-price-of-primary/ https://www.julien.org/blog/industry-perspectives/2026-04-21_the-price-of-primary/ Tue, 21 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-20_anthropic-is-not-a-trend/ https://www.julien.org/blog/industry-perspectives/2026-04-20_anthropic-is-not-a-trend/ Mon, 20 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-15_the-hai-numbers-moved-what-it-means/ https://www.julien.org/blog/industry-perspectives/2026-04-15_the-hai-numbers-moved-what-it-means/ Wed, 15 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-14_the-quiet-tax-on-parallel-ai-coding-work-and-why-i-built-canopy/ https://www.julien.org/blog/industry-perspectives/2026-04-14_the-quiet-tax-on-parallel-ai-coding-work-and-why-i-built-canopy/ Tue, 14 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20260414_Canopy_A_native_macOS_app_for_parallel_Claude_Code_sessions_with_git_worktrees.html https://www.julien.org/youtube/2026/20260414_Canopy_A_native_macOS_app_for_parallel_Claude_Code_sessions_with_git_worktrees.html Tue, 14 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/youtube/2026/20260413_Deep_Dive_How_Three_MoE_Reasoning_Models_Actually_Work_Trinity_DeepSeek_R1_Kimi_K2.html https://www.julien.org/youtube/2026/20260413_Deep_Dive_How_Three_MoE_Reasoning_Models_Actually_Work_Trinity_DeepSeek_R1_Kimi_K2.html Mon, 13 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-04-10_the-verification-tax/ https://www.julien.org/blog/industry-perspectives/2026-04-10_the-verification-tax/ Fri, 10 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-09_open-from-both-sides/ https://www.julien.org/blog/industry-perspectives/2026-04-09_open-from-both-sides/ Thu, 09 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-07_train-deploy-write-down/ https://www.julien.org/blog/industry-perspectives/2026-04-07_train-deploy-write-down/ Tue, 07 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-03_what-to-buy-for-local-llms-april-2026/ https://www.julien.org/blog/industry-perspectives/2026-04-03_what-to-buy-for-local-llms-april-2026/ Fri, 03 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-03_your-parents-paid/ https://www.julien.org/blog/industry-perspectives/2026-04-03_your-parents-paid/ Fri, 03 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-02_open-source-won-but-changed-owners/ https://www.julien.org/blog/industry-perspectives/2026-04-02_open-source-won-but-changed-owners/ Thu, 02 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-04-01_what-china-shipped-while-the-west-was-banning-chips/ https://www.julien.org/blog/industry-perspectives/2026-04-01_what-china-shipped-while-the-west-was-banning-chips/ Wed, 01 Apr 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-31_the-half-life-of-a-press-release/ https://www.julien.org/blog/industry-perspectives/2026-03-31_the-half-life-of-a-press-release/ Tue, 31 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/youtube/2026/20260330_Deep_Dive_LLM_Quantization_part_3_-_FP8_FP4.html https://www.julien.org/youtube/2026/20260330_Deep_Dive_LLM_Quantization_part_3_-_FP8_FP4.html Mon, 30 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Video https://www.julien.org/blog/industry-perspectives/2026-03-28_reverse-engineering-the-apollo-11-code-with-ai/ https://www.julien.org/blog/industry-perspectives/2026-03-28_reverse-engineering-the-apollo-11-code-with-ai/ Sat, 28 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-27_build-regulate-scare/ https://www.julien.org/blog/industry-perspectives/2026-03-27_build-regulate-scare/ Fri, 27 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-26_acquired-absorbed-disaggregated/ https://www.julien.org/blog/industry-perspectives/2026-03-26_acquired-absorbed-disaggregated/ Thu, 26 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-25_the-kings-new-datacenters/ https://www.julien.org/blog/industry-perspectives/2026-03-25_the-kings-new-datacenters/ Wed, 25 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-24_when-the-credit-market-builds-a-fire-exit/ https://www.julien.org/blog/industry-perspectives/2026-03-24_when-the-credit-market-builds-a-fire-exit/ Tue, 24 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-23_musks-chip-gambit/ https://www.julien.org/blog/industry-perspectives/2026-03-23_musks-chip-gambit/ Mon, 23 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-20_every-country-needs-sovereign-ai-jensen-is-selling-it/ https://www.julien.org/blog/industry-perspectives/2026-03-20_every-country-needs-sovereign-ai-jensen-is-selling-it/ Fri, 20 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-19_three-orbits/ https://www.julien.org/blog/industry-perspectives/2026-03-19_three-orbits/ Thu, 19 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-17_built-the-datacenter-lost-the-brain/ https://www.julien.org/blog/industry-perspectives/2026-03-17_built-the-datacenter-lost-the-brain/ Tue, 17 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-16_still-missing-critical-pieces/ https://www.julien.org/blog/industry-perspectives/2026-03-16_still-missing-critical-pieces/ Mon, 16 Mar 2026 00:00:00 GMT julien@julien.org (Julien Simon) Article https://www.julien.org/blog/industry-perspectives/2026-03-15_aws-built-its-own-ai-chip-now-it-needs-someone-elses/ 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